Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • Employed By (since 6 Jun 2023)
    • 11. Pension transfer specialist
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 30 Nov 2016)
    • CF30 Customer (since 26 Jan 2015)
  • Willgrass Wealth Management Ltd (no longer approved here)

    FRN 586195

    • Employed By (20 Jan 2015 to 21 Aug 2023)

Recent activity

Updates to this individual's record on the FCA register.

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